What are the responsibilities and job description for the Tax Support Specialist position at The Bonadio Group?
Overview
We are currently seeking a Tax Support Specialist to play a key role on our Tax team in Dallas, Texas. This individual will work closely with the tax team to set up new clients, project templates and complete tasks.
Responsibilities
- Management of CCH Axcess Cloud Tax and Accounting Software
- Lead conversion process from CCH Workstream to Axcess Workflow
- Set up new clients, project templates and tasks consistent across the Tax and Small Business Advisory practices
- Ensure client references in Star system match client IDs in Axcess Workflow
- Compile data analysis reports from Axcess Workflow
- Ability to suggest integration with other current software such as Star
- Work collaboratively with Information Technology team.
- Ensure the use of standard client file sharing systems (SafeSend & SharePoint client portals) are used with consistency
- Work with Tax and Small Business Advisory administrative assistants and staff to provide training on the effective use of software
Qualifications
Required
- Minimum of three years of experience working with XCM (now Axcess Workflow)
- Minimum of two years of experience working with SafeSend delivery of tax returns
- Proficiency working with Microsoft Office Suite
- Ability to recognize opportunities for improvement of automating manual tasks and processes to ensure a better employee experience
Qualities desired that will ensure success within the role:
- Ability and desire to learn new skills
- Client-service oriented
- Ability to multi-task, stay organized and work in a fast-paced environment
- Ability to show compassion in training and developing new skills to staff
- Work experience in public accounting firm
Hours of Operation
- Our office hours are 8:00 a.m. to 5:00 p.m.
- Our summer hours are 8:00 a.m. to 5:00 p.m. Monday through Thursday, and 8:00 a.m. to noon on Friday.
- Our team prides itself on flexibility; however during busy season the ability to work additional hours is necessary
At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients’ needs in an increasingly global profession.
In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You’ll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You’ll be glad you did!
EOE/AA Disability/Veteran
